Guides, tips, and troubleshooting for everything in Pluto.

Creating a Pluto Suite account takes a few minutes. You enter your name, email, and business details, confirm your email, answer a few setup questions, then land on a guided dashboard checklist.

1. Go to plutosuite.com and click Start free, or download the app on iOS or Android and tap Sign up. In the app, choose Set this up for my business, or Join my existing team if your employer already uses Pluto.
2. Enter your name, business name, email address, and a password. Passwords need at least 8 characters, including an uppercase letter, a number, and a special character.
3. Pick your Country. This sets your default currency and distance unit.
4. Confirm your email address using the link or the 6-digit code we send you.
5. Answer the setup questions: what you do, your business structure (for example sole proprietorship or corporation), your province or territory, and whether you're registered for GST/HST. Answer the structure question carefully, it decides how your mileage is deducted.
6. You land on the dashboard. A checklist walks you through your first receipt, first invoice, and first business trip, plus connecting your bank and inviting a team member on Pro (or seeing your profit and loss on the free plan). Complete them in any order.

• The 7-day Pro trial starts from Billing (Accountant, Admin or Owner) through a secure Stripe checkout. A card is collected when the trial starts, and billing begins when it ends unless you cancel. It's one trial per person, not per business.
• If you belong to more than one business, switch between them with Switch team on your profile.
• Change your business name, logo, and invoice appearance any time at Setup → Business Settings (Manager or above).

Log in with your email and password at plutosuite.com or in the mobile app; if two-factor authentication is enabled, you'll also enter a 6-digit SMS code.

1. Go to plutosuite.com (or open the app) and enter your email address and password.
2. If 2FA is enabled on your account, a 6-digit code is sent to your phone number via SMS. Enter it to complete sign-in.
3. On the web, tick Remember this browser for 30 days to skip the code on that browser for 30 days. It's off unless you tick it.

• Turn on 2FA at Setup → Security on the web, or Manage → Security in the app. Verify your phone number first, then click Enable 2FA.
• SMS codes expire after 10 minutes. If yours expired, click Resend code and enter the new one right away.
• If a code isn't arriving, wait about a minute before asking again (asking again within a minute doesn't send a new text, the code already sent still works), and check the phone number shown under Security. To change a verified phone number, click Change number under Security and verify the new one with a code. Your old number keeps receiving codes until the new one is verified.
• Signing out signs you out of Pluto on the device you are using and ends its remembered 2FA session. If your phone is lost, use Sign out of all devices under Security on any other device, which ends every session and every remembered 2FA session.
• In the mobile app, turn on Face ID or biometric login, and set an auto-lock timer, under Manage → Security → Biometrics & Lock.

Pluto Suite has five roles, Employee, Manager, Accountant, Admin, and Owner, each granting a different level of access to financial data, team controls, and billing.

• Change a member's role from their role badge on the Team page. The change takes effect immediately. You can only assign roles below your own, and you can't change your own role.
• To invite a member (Pro plan), go to Team → Invite member, enter their email, and choose a role below your own (an Owner can also invite another Owner).
• Managers and above can remove someone from a team. To take away their access to the whole business, the Owner ticks Also remove from business. Their past receipts, trips and invoices stay.

The Review Queue is your daily inbox, it collects unreviewed receipts, bank transactions, trips, and issued invoices in one dated list so you can confirm or correct them.

Items arrive automatically: receipts when you upload or forward them, transactions when your bank syncs, trips when you complete a drive on mobile, and invoices once they're issued.

1. Go to Review in the left nav. The number badge shows how many items are waiting.
2. Narrow the list by type (Receipts, Trips, Transactions, Invoices), by status (Unreviewed, Flagged, All), by date range, or by tag.
3. Click the tick on a row to mark that item reviewed (Manager or above). To change its category, amount, or other details, open it from its own page (Receipts, Transactions, or Trips) and save it there.
4. To review several at once, tick their checkboxes (one item type at a time), click Next, set the fields for that type (category, notes and tags for receipts and transactions; classification, tags, and purpose for trips), then click Accept.

• Trips can't be marked reviewed until they're classified as Business or Personal.
• Managers and above can click the flag on a receipt, transaction, or trip to park it for later. Flagged items get a red Flagged badge, move out of the Unreviewed view into Flagged, and are cleared with Approve.
• Bulk review of receipts, transactions, and invoices needs Accountant or above (trips need Manager or above) and a Pro plan.
• The Suggested matches card suggests which invoice, receipt, or bill a bank transaction belongs to.
• Employees see only their own items and can't mark items reviewed or flagged in the queue. Managers and above see items across the team.

Receipts are records of your business purchases, Pluto reads the key fields automatically with OCR so you only need to confirm (or correct) the details, not type them in manually.

1. Go to Receipts and click Upload, or drag and drop one or more files directly onto the page. On mobile, use the camera to photograph a receipt on the spot.
2. Pluto runs OCR automatically within a few seconds and fills in the merchant name, amount, date, and tax fields.
3. Click the receipt to open it. Review the extracted fields and correct anything that looks wrong, focus on the category, amount, and tax rate.
4. Turn on Mark as reviewed and click Save changes.

• Supported file formats: JPG, PNG, HEIC, and PDF. For multi-page PDFs, Pluto reads the first 5 pages.
• Click Scan to use your device's camera or webcam to capture a receipt without uploading a file first.
• You can also email receipts in. Your forwarding address is on the Receipts page under You can also send receipts in by email, and at Setup → Business Settings → Receipt Email Forwarding. Set up an auto-forward rule in Gmail or Outlook and receipts flow in automatically.
• If OCR missed or misread a field, correct it by hand. In the mobile app, a receipt that couldn't be read shows a Retry button. If the image is dark or blurry, retake the photo.
• Turn a receipt into a bill: open a receipt and click Create bill from receipt. It drafts a vendor bill pre-filled from the scanned fields so you can track Accounts Payable.
• To delete a receipt, open it and click the delete (bin) icon. Receipts are deleted one at a time. To update several at once, tick them and use Mark reviewed or Set category in the toolbar.
• The Duplicates filter shows possible duplicate receipts. Resolve each one with Not a duplicate or Delete this copy.
• Expense approvals: a team member can Submit for approval, and Managers and above can approve, reject, or reimburse it from the Approval section of the receipt.

Every Pluto Suite business gets a private forwarding address, forward or CC any receipt email to it and it appears as a draft receipt in Pluto within about a minute, with OCR run automatically.

The address looks like yourbusiness-k7m2p9qx@receipts.plutosuite.com: your business name plus a random code that keeps it private.

1. Find your address on the Receipts page (click You can also send receipts in by email) or at Setup → Business Settings → Receipt Email Forwarding, and copy it.
2. Save the address as a contact in your email app so it's easy to find (e.g. name it "Pluto Receipts").
3. Forward any receipt email to that address. You can also CC it when purchasing online so the receipt goes to Pluto at the same time you receive it.
4. The receipt appears in Receipts as a draft within about a minute. Open it, verify the OCR fields, turn on Mark as reviewed, and save.

• Email attachments (JPG, PNG, WebP, GIF, TIFF, or PDF) are read as receipt images. An email with no attachment becomes a draft receipt named after the subject line, with the email text in its notes and the amount left for you to fill in.
• Set up auto-forward rules in Gmail or Outlook: filter emails from common merchants (Amazon, Staples, your fuel card, etc.) and auto-forward them so you never have to manually forward a receipt again.
• A forwarded receipt is filed under the team member who sent it when it comes from the email address they use for Pluto and their email provider verifies the sender. Anything else goes to the business owner. Automatic forwarding rules usually keep the store's address as the sender, so those receipts land with the owner.
• Managers and above can click Regenerate in Business Settings to get a new forwarding address if the old one was shared accidentally. The old address stops accepting email immediately.

Pluto syncs your bank and credit card transactions automatically via Plaid (Canada and US), new transactions arrive within minutes, already categorised by Pluto's rules engine, and land in your Review Queue to confirm.

1. Go to Banking → Bank Accounts and click Connect bank account. Connecting a bank needs Accountant or above and a Pro plan.
2. Search for your financial institution, then sign in through the secure Plaid interface. Your banking credentials go directly to them, Pluto never sees your login.
3. Pluto imports your transaction history (you can choose how far back) and continues syncing new ones in the background.
4. New transactions appear in the Transactions list and the Review Queue as unreviewed. Click one to open it, confirm or change its category, add notes, turn on Mark as reviewed, and click Save changes. A bank transaction only counts in your books once it's reviewed.

• If a bank shows Reconnect needed (banks occasionally expire the connection), go to Banking → Bank Accounts and click Reconnect. Transactions from the gap are backfilled automatically.
• Prefer CSV? Export a statement from your bank and use Import transactions from CSV on the Bank Accounts page (Manager or above). Pluto detects the date, description, and amount columns for you.
• When reviewing a transaction, turn on Apply to future purchases to categorise future transactions from the same merchant the same way. You can also have them reviewed automatically, or match only that exact amount.
• Split a transaction across multiple categories: open it and click + Split across categories. Add a line for each category and amount, the lines must add up to the total, then click Save split.
• Bulk categorise: tick several transactions and pick a category in the toolbar. Rows in a locked period or already reconciled are skipped automatically.
• Managers and above can delete a transaction, including a bank-synced one, unless it has been reconciled. When you disconnect a bank you can also choose to delete its transactions.

The Pluto Suite mobile app tracks every trip automatically in the background using GPS, it detects when you start driving and stops when you park, so there's no button to tap and no logbook to fill in.

1. In the app, go to Manage → General → Mileage & Tracking and turn on Auto-track trips. When asked, allow location access Always (on Android, Allow all the time). Background tracking can't work if the app can only use location while it's open.
2. Drive. The app detects movement above 15 km/h and begins recording automatically.
3. When you've stopped moving for 4 minutes, the trip ends and a push notification appears. You can change that wait to 2, 4, 6 or 8 minutes in the same settings. Tap the notification to review the trip, or review it later under Trips.
4. Open the trip, set it as Business or Personal, add a purpose or tag if needed, and mark it reviewed. A trip can't be marked reviewed until it's classified.
5. On the web app, click Log Trip to record a trip manually (useful for trips the app missed or for past trips you need to record).

• Trips shorter than 300 m are discarded automatically as false positives (e.g. pulling out of a parking spot).
• The rate under Setup → Business Settings → Mileage sets the dollar estimate shown on trips. The deduction booked to your books uses the CRA's tiered rates: for 2026, 73¢/km for the first 5,000 km and 67¢/km after (4¢ more in the territories).
• Your business structure decides whether trips book a per-kilometre deduction. A corporation books it for business trips. A sole proprietorship or partnership books it only for trips driven by Employees and Managers (not Owners, Admins, or Accountants), because the owner deducts actual vehicle costs times their business-use percentage instead (your logged kilometres give you that percentage). Nothing is booked until your business structure is set.
• Add purpose tags (e.g. "Client Visit", "Supply Run", "Job Site") under Labels → Tags. The same tags also work on receipts and transactions.
• The Mileage Log report lists every trip so it can work out your business-use percentage. Personal trips show their distance but not where you went or why, and only Business trips count toward the deduction.
• Employees see only their own trips. Managers, Accountants, Admins, and Owners see their own trips plus everyone's Business trips. Nobody sees another person's Personal or unclassified trips in the list.

Pluto Suite lets any team member create and send professional invoices by email, customers get a PDF and a link to view the invoice and pay online by card (if Stripe is connected).

1. Go to Invoices and click New Invoice.
2. Select a client from the dropdown, or type a new name to create one on the spot.
3. Add line items: enter a description, quantity, and unit price. Add as many lines as needed.
4. Set the tax rate (select a saved rate like HST 13% or GST 5%), due date, and any notes for the customer.
5. Click Save as draft to save without sending yet, or click Create & send to email the invoice immediately. To send a draft later, open it and click Send Invoice.
6. The customer receives an email with the invoice PDF attached and a link to view and pay online. To send, the client needs an email address or a phone number on file.

• Any team member (Employee or above) can create and send invoices. Only Manager or above (Manager, Accountant, Admin, Owner) can record payments, void, or credit them.
• Invoices and estimates are unlimited on every plan, including free.
• To accept card payments, connect Stripe first: go to Apps & Connections → Accept Payments → Connect Stripe (Owner only). Once connected, open any invoice and click Generate payment link, or choose Add payment link from the invoice's row menu.
• Send a payment reminder: choose Send payment reminder from an invoice's row menu, or click Remind N overdue in the page header to send reminders to all overdue customers at once. Overdue reminder emails use a distinct red header so customers recognise them as a follow-up.
• Record an offline payment (bank transfer, cheque, cash): open the invoice and click Fully Paid or Partial, enter the payment date and method, and click Confirm Payment. Requires Manager or above.
• On an unpaid invoice, Void invoice cancels it without recording income, and Write off (bad debt) removes it from your receivables without deleting the record. Both require Manager or above (Manager, Accountant, Admin, Owner).
• To give money back or reduce what's owed, open the invoice and click Issue refund (paid invoices) or Issue credit note (open balance). Requires Manager or above (Manager, Accountant, Admin, Owner).
• Invoices don't autosave. Click Save as draft before you leave the page if you're not ready to send.
• Customers can open the invoice, download the PDF, and pay from the link in their email, no account needed.

An estimate is a quote you send a customer before work begins, once they accept, you convert it to a live invoice in one click without re-entering anything.

1. Go to Invoices, open the Estimates tab, and click New Estimate.
2. Fill in the client, line items, quantities, prices, tax, notes, and a Valid until date, exactly like building an invoice.
3. Click Create & send to email the estimate to the customer, or Save as draft. The customer gets the estimate as a PDF with Accept Estimate and Decline buttons. When they respond, the estimate is marked Accepted or Declined and you get a notification.
4. When the customer says yes, choose Convert to invoice from the estimate's row menu in the list. A draft invoice is created with all the same details and the estimate is marked Accepted. Review the invoice, then send it.

• Estimates use their own number sequence (for example EST-20260913-0001) separate from invoices.
• Estimate statuses: Draft (not sent), Sent (emailed, awaiting response), Accepted, or Declined.
• You can convert an estimate as soon as you have a yes, including a verbal one.
• The converted invoice starts as a draft so you can make final adjustments (e.g. update a price or add a line item) before sending.
• Any team member (Employee or above) can create, send, and convert estimates. Estimates and invoices are unlimited on every plan, including free.

Your customers live on the Clients page, your client directory. Each client record shows their full invoice history, outstanding balance, and a running statement of account.

1. Go to Clients and click New Client.
2. Enter the client's name (required), plus email address and other contact details. To send them invoices, they need an email address or a phone number.
3. When creating an invoice, select this client from the dropdown to auto-fill their name and billing details.

• You can also create a client directly from an invoice: type a new name in the client field and Pluto creates the client record automatically when you save.
• Click any client to see their full invoice history, total billed, total paid, and outstanding balance.
• Statements of account: open a client and click Email statement to send them a summary of all invoices and payments, or Statement CSV or Statement PDF (with an aging summary) to download one.
• Fix duplicates: open a client and click Merge. Select the client to keep, all invoices from the duplicate move to the kept record, and the duplicate is removed. Requires Manager or above.
• Deleting a client does not delete their invoices. Invoices remain in your records, just without a linked client. Requires Manager or above.

The Ledger is the double-entry accounting backbone of Pluto Suite. Issued invoices, recorded bills, reviewed bank transactions, receipts you've reviewed or edited, and business trips automatically create matching debit and credit entries, keeping your books balanced without manual journal work.

Most users never need to look at the Ledger directly; it exists for accountants who want to verify the underlying entries or export them for external review.

• The Ledger has eight tabs: Chart of Accounts, Journal (every individual debit and credit entry), Recurring, Amortization, Trial Balance (totals by account confirming debits equal credits), Balance Sheet (assets, liabilities, and equity at a point in time), Health, and Close.
• Automatic entries are read-only. To change one, edit the source document: the receipt, bank transaction, invoice, or bill that created it. Accountants and above can also post manual adjusting entries, reverse entries, set up recurring entries and amortization schedules, and close months.
• Export the full General Ledger as CSV at Reports → General Ledger Export. This export is useful for handing to an accountant or importing into another system.
• Chart of accounts: Assets (what you own, cash, receivables), Liabilities (what you owe, payables, loans), Income (money earned from clients), Expenses (money spent on the business), Equity (owner's investment and retained earnings). Pluto creates and maintains these automatically.

Vendors are the suppliers and contractors you pay, setting them up lets you track how much you owe each one, see overdue bills at a glance, and download a statement of your payables.

1. Go to Vendors and click New Vendor.
2. Enter the vendor's name (required), plus optional email, phone, address, net terms in days (e.g. 30 for net-30), and tax or business number.
3. Click Save. The vendor appears in your list.
4. To record a bill against a vendor, click Bill on their row in the list, or go to Bills and select the vendor there.

• Net terms auto-fill a bill's due date when you record a bill. If net terms is 30, a bill dated today will show a due date 30 days from now.
• Download a statement: click Statement on a vendor row to download a CSV of all bills and payments for that supplier, useful for reconciling against their invoices to you.
• Merge duplicates: if the same vendor was created twice, click Merge on either row and pick which one to keep. All bills from the duplicate move to the kept record and the duplicate is removed. Requires Manager or above.
• Deleting a vendor does not delete their bills. Bills remain in your records, just without a linked vendor. Requires Manager or above.

A bill records money you owe to a vendor, the mirror of an invoice you send a customer. Recording a bill posts it to your ledger (debit the expense, credit Accounts Payable); paying it settles the payable and records the cash going out.

1. Go to Bills and click New Bill.
2. Select a vendor from the dropdown, or choose - New / unlisted vendor - for a vendor you won't use again.
3. Set the bill date, due date, and reference number (the vendor's invoice number, if you have one).
4. Add line items with descriptions, amounts, and a tax rate if applicable.
5. Click Save Draft to save without posting, or Record Bill to post it to the ledger and add it to your Accounts Payable.
6. When you pay the bill (by bank transfer, cheque, card, etc.), click Pay on the open bill, enter the amount and payment date, and click Record Payment. Partial payments are supported, the bill stays open for the remaining balance. Recording payments requires Manager or above.

• Outstanding A/P total and overdue count appear at the top of the Bills page.
• Create a bill directly from a receipt: open any scanned receipt and click Create bill from receipt. The bill is drafted pre-filled with the receipt's fields, just confirm the vendor and save.
• Recurring bills (rent, software subscriptions, monthly services): click Recurring to set a bill up on a schedule. Choose weekly, monthly, quarterly, or annually, and Pluto records the bill automatically each period. Recurring bills need Manager or above and a Pro plan.
• Bills respect your period lock. You can't edit a bill dated in a locked period. Only an Owner can move the lock date back, though an Owner can let Accountants reopen months they closed themselves.

A budget lets you set a planned spending or income target for each account in a fiscal year, the Actual column pulls live from your ledger so you always see where you stand without extra work.

1. Go to Budgets and click New Budget.
2. Pluto picks the fiscal year for you: the current year, or the most recent earlier year that doesn't have a budget yet.
3. Enter a planned amount next to each income and expense account you want to track. Leave accounts blank to exclude them.
4. Click Save budget. The Actual and Variance columns populate from your ledger.

• Variance is budget minus actual. It shows in red when it's bad news: spending more than planned on an expense account (a negative variance) or earning less than planned on an income account (a positive variance).
• A positive variance on an expense account means you've spent less than planned, a good thing.
• Create one budget per fiscal year. To compare year-over-year, create a separate budget for each year.
• The Actual column comes straight from your ledger each time you open the budget.
• Budgets are available to Accountants, Admins, and Owners on a Pro plan.

Fixed Assets tracks your capital purchases (equipment, vehicles, computers, tools) and automatically calculates straight-line depreciation so your books reflect the declining value over time.

1. Go to Fixed Assets and click New Asset.
2. Enter the asset name, category, purchase date, and original cost (what you paid for it).
3. Enter the salvage value (what you expect it to be worth at end of life, often $0) and the useful life in years (e.g. 5 years for a computer, 10 for a vehicle). Optionally set its CCA class for the tax CCA schedule.
4. Click Add asset. Pluto calculates and displays the depreciation, accumulated depreciation to date, and current net book value.
5. Click any asset in the list to see its month-by-month depreciation from purchase date to end of life.
6. When you sell or retire an asset, click Dispose on its row. Enter the disposal date and proceeds (if sold).

• Net book value = original cost minus accumulated depreciation to date. This is the amount on your balance sheet.
• Adding an asset puts its cost on your balance sheet, depreciation posts to your ledger automatically each month, and disposing of it records any gain or loss. If you also recorded the purchase as a receipt or bill expense, that expense stays in your profit and loss, so ask your accountant how to handle it.
• Straight-line depreciation spreads the cost evenly over the useful life. CRA's Capital Cost Allowance (CCA) uses declining-balance rates that vary by asset class, which is what the CCA class and the CCA Schedule report are for.

Bank reconciliation confirms that the transactions in Pluto match exactly what your bank statement shows, it catches missing entries, duplicates, and timing differences before they become tax problems.

1. Download or open your bank statement for the period you want to reconcile.
2. Go to Banking → Reconcile (in the mobile app, Manage → Bank reconciliation) and click New Reconciliation.
3. Enter the statement date, the opening balance (the balance at the start of the period), the ending balance (the closing balance on your statement), and optionally the account.
4. Work through the list and check off each transaction that appears on your bank statement. The Difference tile updates with each tick.
5. When the Difference reaches $0.00, your books match the statement. Click Finish reconciliation to lock those transactions.

• Only bank-feed synced and CSV-imported transactions appear in reconciliation. Manual transactions added directly don't appear here.
• If the difference won't reach zero, look for: a transaction in Pluto that isn't on your statement (duplicate or timing issue), or a transaction on your statement that isn't in Pluto (missing entry).
• Discarding an in-progress reconciliation un-checks all its items so you can start fresh, nothing is deleted.
• Completed reconciliations are shown in the history list. Open one to review which transactions were matched.
• Bank reconciliation needs Accountant or above. It works on every plan.

Pluto Suite builds your reports on demand from your books. Pick a period at the top of the Reports page, then open or download any report. Most export as CSV; the Business Summary is a PDF.

• Reports are not limited to reviewed items. Your ledger picks up invoices when they're issued and bills when they're recorded, but bank transactions only count once they're reviewed. If numbers look low, check the Review Queue or the Unreviewed Items report.
• Use the period selector at the top of the Reports page: This month, Last month, This quarter, This year, Last year, or Custom.
• Not every role sees every report. Profit & Loss, Cash Flow, Cash Flow Forecast, Deduction Finder, Invoice Aging, Bill (A/P) Aging, Team Summary, and Unreviewed Items need Manager or above. The GST/HST Report, Tax Liability, T2125, GIFI, CCA, Balance Sheet, Trial Balance, General Ledger, QuickBooks Export, and Xero Export need Accountant or above. Expense Detail, Category Summary, Mileage Log, Invoice Detail, Sales by Client, and Business Summary are open to every role.
• Scheduled Delivery (at the bottom of the Reports page, Manager or above) emails the Expense Summary, Mileage Log, or Invoice Summary weekly or monthly.
• You can view and download reports as CSV or PDF on any plan, including the GST/HST worksheet. Emailed and scheduled reports need Pro.
• The Mileage Log is built to be a CRA logbook, export it and keep it with your tax records.

Year-end in Pluto Suite has two steps: lock the prior period so nothing can be accidentally changed, then download a tax package for your accountant or your own CRA filing.

1. Clear your Review Queue first. Bank transactions only reach your books once they're reviewed, and reviewing is where miscategorised items get caught.
2. Go to Reports → Year-End & Period Lock. On mobile, it's Manage → Year-end & lock.
3. Under Lock a period, click Lock all prior years to lock everything up to the end of your last financial year. Or use Or lock through a date to close a specific period. Lock all prior years needs the Accountant role or above; locking through a date needs Manager or above.
4. Under Download the tax package, pick the fiscal year and click Download package. This needs the Accountant role or above and a Pro plan.
5. You get a ZIP of CSV files: trial balance, general ledger, transactions, invoices, bills, receipts, mileage, odometer readings, a T2125 summary, and a GIFI schedule for the T2, plus a cover note. It doesn't include PDFs or receipt images. Send it to your accountant or keep it for your own records.

• A period lock blocks changes to anything dated on or before the lock date: receipts, transactions, invoices, bills, trips, journal entries, payroll, and credit notes.
• Only the business Owner can re-open a locked period, and they have to give a reason, which is saved in the Audit Log. Use Re-open locked periods (unlock) on the same page.
• Month-end closes made from the Ledger's Close tab work a little differently: by default, an Accountant or Admin can reopen a month they closed themselves. The Owner can turn that off in Business Settings (Let Accountants reopen months they closed).
• The CRA deadline for self-employed T1 returns is June 15 of the following year, but any tax owing is still due April 30, paying late triggers interest.
• If your outside accountant or bookkeeper needs access to your books, invite them as an External accountant. They get the full books, reports, and exports, but no payroll, labour, T5018, team, or billing.

The Tax Liability report shows how much sales tax you owe each tax agency for a period: the tax you collected on invoices minus the recoverable tax you paid on bills and receipts.

Use it for a quick view of where you stand. When it's time to file, use the GST/HST Report instead: it lays out the return line by line, and once you've filed you can record the filing, its confirmation number, and the payment or refund. The same report switches between GST, QST, and PST returns.

• Pick a time range at the top: Last 90 days, Last 12 months, or Year to date.
• Rows are grouped by agency (e.g. CRA, Revenu Québec), with a subtotal for each, and broken down by saved tax rate. Each row shows tax collected, tax paid (ITCs), and the net. Each agency is remitted separately.
• Tax on documents that don't have a saved rate assigned shows under Unattributed. To fix this, open those documents and assign the correct saved tax rate.
• If your business isn't registered for GST/HST, nothing is claimable, so no input tax credits are shown.
• This report and the GST/HST Report need the Accountant role or above. To set up saved tax rates, go to Tax Rates, and mark rates as recoverable to have them counted as input tax credits.

Add team members by email invitation or a shareable join code, each person gets a role that controls exactly what they can see and do in your business.

1. Go to Team and click Invite member.
2. Enter the person's email address and pick their role. You can only give roles below your own; an Owner can also invite another Owner. See the Roles and Permissions article for what each role can do.
3. Click Send invitation. The person gets an email with a link to create their account and join your business. The link is valid for 7 days. If the email doesn't arrive, use Copy invite link and send it yourself.
4. Once they accept, they appear in the Team list with their role. You can change their role or remove them at any time.

• Adding team members needs a Pro plan, whether you send an email invitation or approve someone who used your join code, and each additional member adds a paid seat.
• Prefer a join code? On mobile, go to Manage → Team & permissions to find your team's join code (each team has its own; Managers and above can see it and generate a new one). When someone enters the code, it sends a request that a Manager or above has to approve before they're in.
• Outside bookkeeper or CPA? Invite them as an External accountant: full books, reports, and exports, but no payroll, labour, T5018, team, or billing.
• To change a member's role, pick a new role on their row in the Team list. As with invites, you can only assign roles below your own. The change takes effect immediately.
• Managers and above can remove someone from a team, but not someone ranked above them. That only takes them off the team. To remove their access to the whole business, the Owner ticks Also remove from business. Their past receipts, trips, and invoices stay in the business.
• If an invitation expired, just send a new one to the same email. A new invite replaces any pending one.

The Labour section is a shift-scheduling and time-tracking system: managers build the schedule, employees clock in and out, and completed or approved hours feed directly into Payroll. Labour needs a Pro plan, and External accountants can't open it.

1. Go to Labour and click Add Shift.
2. Select the employee, set the date, start and end time, and any break or notes. You can also repeat the shift to create a run of recurring shifts at once.
3. Shifts you create for someone are published straight away, and the employee is notified. On mobile, managers can save shifts as drafts instead and publish a whole day or week at once.
4. Employees clock in and out from the mobile app, or with Clock In in Labour on the web.
5. After shifts are done, managers approve hours from the Timesheets tab in the mobile app. Completed and approved shifts are available in Payroll.

• Create an open shift by leaving the employee blank. An employee can claim it from the app, and a manager reviews the claim before the shift is theirs.
• Employees can submit time-off requests and shift swap requests from the app. Swaps need the other employee to accept, then manager approval. A swap can't be approved once the shift has started. Managers can approve swaps and time off on the web too.
• Paid hours are counted net of unpaid breaks.
• Export hours from the Labour page on the web (Manager or above): download the shift log or payroll summary as CSV, or use Export for… to get a file for Gusto, ADP, or Wagepoint.
• For built-in Canadian payroll (CPP, EI, income tax, paystubs, and year-end slips), use the Payroll section instead of exporting.

Payroll lives under Payroll on the web and Manage → Payroll on mobile (Manager and up, Pro plan; External accountants can't open it). It reads completed and approved shifts and each employee's pay rate, calculates CPP, EI, and income tax, records a paystub for each employee, and posts the run to your ledger.

1. Click Run Payroll, pick the pay period, then click Preview to see each employee's gross, deductions, and net before anything is saved.
2. Add pay lines if needed: bonus, stat holiday pay, vacation payout, tips, a taxable benefit, or a reimbursement (untaxed). Deductions come in two kinds: RPP contributions and union dues are pre-tax (they lower income tax, and show on the T4 in boxes 20 and 44), while RRSP and garnishments come off after tax. The preview recalculates as you add them.
3. Create the run (saved as a draft), click Approve & Post to post the payroll to the ledger, then Mark Paid once the net pay has gone out.
4. Open any run to download a Direct Deposit CSV, or an EFT File (CPA-005) to upload to your bank. Both contain bank account numbers, so they need the Accountant role or above, and the EFT file needs your originator ID set in Business Settings.

• Employees tab: set each person's province of employment, SIN (stored encrypted), TD1 claim amounts, vacation rate, and bank details for direct deposit. Province drives the correct provincial withholding.
• Reports tab: payroll summary, paycheque register, and per-employee year-to-date figures over any date range, with CSV export.
• Year-End (T4 / PD7A) tab: T4 and T4A slips as XML for CRA Internet File Transfer, RL-1 slips for Quebec, and T5018 slips for contractor payments. It also shows your PD7A remittance figure. When it's due depends on your CRA remitter type: regular remitters pay by the 15th of the next month, while quarterly and accelerated remitters have different due dates.
• Generate a Record of Employment as an XML file you upload to Service Canada's ROE Web.
• Employer costs are covered too: Employer Health Tax (with an annual EHT return) and WCB/WSIB premiums. Set the rates in Business Settings.
• Downloading the T4, T4A, RL-1, and ROE XML files needs the Accountant role or above, because those files contain full SINs. The CSV versions need Manager or above.
• Only completed or approved shifts are paid, scheduled or in-progress shifts never inflate a run.
• A regular pay run can't be approved while anyone in it has an unconfirmed automatic clock-out or a shift still open in the pay period. Confirm or close those shifts first.
• Employees see their own paystubs, T4s, and ROEs under My Pay.

Pluto Suite is free to start. When you're ready for more, try Pro free for 7 days, then stay on Pro or go back to the Free plan.

• Starting a subscription or opening the billing portal needs the Accountant role or above (Accountant, Admin, or Owner). Managers can't access billing.
• To subscribe: go to Billing in the sidebar, or tap the upgrade prompt anywhere in the app.
• To manage your subscription (update your payment method, view invoices): go to Billing → Manage subscription. This opens the Stripe customer portal.
• Only the Owner can downgrade, using Downgrade to Free on the Billing page.
• Subscribed by mistake? Downgrade within 24 hours of being charged and the full refund is issued automatically, no need to email us. After 24 hours, Pro stays on until the end of the period you've paid for, with no refund.
• Downgrading moves your account to the Free plan. Your data is never deleted, receipts, transactions, invoices, and reports stay in your account.

Business Settings is where you configure your business profile and the defaults that apply to invoices, mileage, payroll, and tax, changes here affect the entire business for all team members. On the web it's Business Settings in the sidebar (Manager and above); on mobile it's Manage → Business information.

• Business name and logo: upload your logo (PNG or JPG, up to 5 MB) under Business Logo. It appears on your invoices and emails.
• How the business is structured: sole proprietorship, partnership, or corporation. This tells Pluto which tax return applies (T2125 or T2) and decides whether per-km mileage is booked as an expense: a corporation books it for everyone who drives, while a sole proprietorship or partnership books it only for staff, not the owners. Nothing is booked while this is unset.
• Mileage: set the rate per km (or mile) in cents. It sets the dollar estimate shown on each trip. Your books use the CRA's tiered rate for 2026: 73¢/km for the first 5,000 km, then 67¢/km.
• Invoices: Invoice Appearance, Invoice PDF Template, and Invoice Numbering control how invoices look and are numbered. Payment terms are set per client, and the default tax rate is set in Tax Rates.
• Late fees: under Invoice Late Fees, set a late fee percentage and grace period. Pluto applies the fee automatically once per overdue invoice when the grace period expires. Automatic Invoice Reminders is right below it.
• Email addresses: your E-Transfer Email and your Receipt Email Forwarding address both live here.
• Payroll and employer taxes: Payroll EFT (CPA-005), CRA e-filing (T4 / T4A / T5018) numbers, Employer Payroll Taxes (EHT & WCB), and, for Quebec, Quebec Employer Contributions (FSS & CNESST).
• Currency & Region: base currency and country. The distance unit (km or miles) is under Mileage.
• Financial year end: set the month your financial year ends if it isn't December. This affects report date ranges, period locks, and the year-end package.
• Stripe (card payments): connect Stripe at Apps & Connections → Stripe (Owner only) to add card payment links to invoices. Customers pay directly from the invoice email, no Stripe account needed on their end.
• QuickBooks: at Apps & Connections → QuickBooks (Accountant and above) you can connect QuickBooks Online to bring your existing data into Pluto. To send data to QuickBooks, use the QuickBooks Export under Reports instead.

Connect your Shopify store once and Pluto automatically pulls in your orders as income, no manual entry needed for your e-commerce sales.

1. On the web, go to Apps & Connections → Shopify.
2. Enter your store address (for example my-store.myshopify.com) and click Connect Shopify.
3. You're sent to your Shopify admin. Log in if needed, then approve access for Pluto.
4. You're returned to Pluto, and your Shopify orders appear in the Review Queue as income. The first sync brings in your existing orders, not just new ones.

• Each order comes in as one income entry, net of any refunds, and counts in your books once it's reviewed (or straight away if an auto-review rule matches it). If an order is edited or refunded later, the entry updates to match.
• Pluto checks for new and updated orders every hour. Click Sync now to pull them in straight away.
• Each order comes in at its full amount, sales tax included, and the tax is written in the entry's notes. It is not split out of your income automatically, so use Shopify's own tax report for the GST/HST you collected on Shopify sales when you file.
• Shopify payouts and Shopify's fees are not imported. Record fees from your bank feed or a receipt.
• If syncing stops, disconnect and connect again from the same page.
• Disconnecting stops future syncing but does not remove transactions already recorded in your books.

Two-factor authentication (2FA) adds a second layer of protection to your account, even if someone gets your password, they can't sign in without the code sent to your phone.

1. Go to Security in the sidebar (on mobile, Manage → Security).
2. Under Phone verification, enter your mobile number and click Send code. A 6-digit code arrives by SMS.
3. Enter the code and click Verify.
4. Under Two-factor authentication, click Enable 2FA. If you haven't signed in recently, you'll be asked to sign out and back in first.
5. At login, tick Remember this browser for 30 days if you don't want to be asked for a code on that browser again for a month.

• To turn 2FA off, click Disable 2FA on the same screen. As with enabling it, you need to have signed in recently.
• If a code keeps being rejected, click Resend code. If a code was sent less than a minute ago, no new text is sent and that code still works. Codes expire after 10 minutes.
• To change a verified phone number on the web, click Change number under Security and verify the new number with a code. In the mobile app, go to Manage → Security → Phone number (you may be asked to sign in again). If you've already lost the old number, email support@plutosuite.com.
• Signing out also signs you out on your other devices and ends their 2FA sessions. If a phone or laptop is stolen, sign out from any device and change your password.
• On mobile, you can also turn on Face ID login (or Biometric login on Android) under Manage → Security → Biometrics & Lock, and set an auto-lock timer. This locks the app on your device even if it's already signed in.

Labels holds the building blocks of your expense organisation: categories, tags, saved invoice items, and automatic categorisation rules. Set them up once and reviews get much faster. On the web it's Labels in the sidebar, with the tabs Categories, Tags, Invoice Items, and Auto-Rules; on mobile it's Manage → Labels & categories.

• Categories: view, add, rename, or archive expense categories. Categories map to your CRA deduction buckets (e.g. Office, Fuel, Meals & Entertainment, Phone). Keep them consistent for clean reports.
• Auto-Rules: set a merchant name and a target category, and future receipts and transactions from that merchant are categorised automatically. You can also make a rule while editing a transaction: turn on Apply to future purchases. Creating and editing rules needs Manager or above.
• Rules don't skip review unless you ask them to. When making a rule from a transaction, turn on Auto-review these to have matching transactions marked reviewed automatically, and Only this amount to limit the rule to that exact amount. Auto-review is off by default.
• A rule matches any merchant name that contains the rule's text, ignoring capitals and store numbers, so one "TIM HORTONS" rule also catches "TIM HORTONS #1234". Make a separate rule only when the names are really different, e.g. "TIMS" vs "TIM HORTONS".
• Tags: create tags (e.g. "Client Visit", "Supply Run", "Job Site") and apply them to trips, receipts, and transactions.
• Invoice Items: save frequently-billed services or products with a description and standard rate. These appear in the line item dropdown when creating invoices, saving you from retyping the same descriptions.

The Audit Log is a permanent, tamper-evident record of create, update, and delete actions in your business: who did it, what they changed, and when. It's available to Managers and above.

• Go to Audit Log in the sidebar to open it. The most recent actions are shown first; click Load more at the bottom to see older ones.
• Use the filter pills to narrow the log to one record type, such as receipts, invoices, trips, payroll, or settings.
• The search bar filters the entries already loaded by action, record type, record ID, or user name.
• Each row shows the time, the action, the affected record, and the user who made the change.
• The Audit Log cannot be edited or deleted, not even by the Owner. It is a permanent trail designed for accountability and CRA audit preparedness.
• Each entry is chained to the one before it, so any tampering would show. Accountants, Admins, and Owners can click Verify integrity to check the chain.

Saved tax rates let you pick HST 13% or GST 5% from a dropdown instead of typing a percentage every time, and they let the Tax Liability report group tax collected and paid by rate and agency.

1. Go to Tax Rates in the sidebar and click New Tax Rate. Creating and editing rates needs Manager or above.
2. Enter a descriptive name (e.g. "HST Ontario 13%", "GST 5%", "QST 9.975%") and the rate.
3. Set the agency (e.g. CRA, Revenu Québec), this groups tax by agency in the Tax Liability report.
4. Choose whether the rate applies to Sales & purchases, Sales only, or Purchases only.
5. Leave Recoverable input tax credit (on purchases) ticked if you can claim this tax back as an input tax credit (ITC). GST/HST paid on business purchases usually is; PST generally is not.
6. Optionally tick Default, and the rate pre-fills on every new invoice and bill.

• One rate can cover both sides. A single "HST 13%" rate set to Sales & purchases handles tax you collect on invoices and tax you pay on purchases, so you don't need separate sales and purchase rates.
• Removing a tax rate hides it from new documents. Past documents already using it keep the rate and continue to appear correctly in reports.
• Quebec businesses need GST 5% and QST 9.975% saved as separate rates, since they're remitted to different agencies (CRA and Revenu Québec).

If you're switching from another tool, you can import your existing records from its CSV or Excel exports instead of re-entering everything by hand: clients, vendors, tax rates, chart of accounts, invoices, bills, and transactions.

1. Go to Import Data in the sidebar (Manager and above).
2. Pick where you're importing from: QuickBooks, Wave, Xero, Zoho Books, FreshBooks, Sage, or Other / CSV. This helps Pluto recognise that tool's column names.
3. Choose Import everything at once to add all your export files together, or One file at a time.
4. Upload your files and confirm what each one contains. Pluto matches the columns to its own fields; use Review columns to fix anything it got wrong.
5. Check the preview, then import.

• Clients, vendors, and tax rates can be imported by Managers and above. Chart of accounts, invoices, bills, and transactions need the Accountant role or above.
• Re-importing the same file is mostly safe: clients and vendors are matched by name, and invoices and bills by their number. Invoice or bill rows with no number are imported again, so remove them before re-running a file.
• After importing clients, they're immediately available when creating invoices.
• On QuickBooks Online? You can also connect it directly at Apps & Connections → QuickBooks (Accountant and above) and import from there.
• Importing bank transactions from a bank's CSV file is on the Bank Accounts page instead.

Login issues are almost always caused by a typo in the email address, a forgotten password, or a 2FA code arriving late, work through these steps in order.

1. Double-check your email address carefully. Try pasting it instead of typing. A wrong email is the most common cause. For security, Pluto shows the same message for a wrong email and a wrong password: "Invalid email or password." on the web and "Incorrect email or password." in the mobile app.
2. Try Forgot your password? on the sign-in screen. Enter the email address you signed up with and click Send reset link. Check your spam or junk folder if the reset email doesn't arrive within 2 minutes.
3. If you see "Too many attempts", stop trying for a few minutes (up to 15 minutes for verification codes). Further attempts during the wait won't get through.
4. If 2FA is enabled and you're not receiving a code, wait 60 seconds, SMS can be delayed, and tapping Resend within a minute doesn't send another text, the code already sent still works. Check that your phone has signal and isn't in Do Not Disturb mode. Codes expire after 10 minutes; tap Resend code for a fresh one.
5. If you were invited to join a business, you must use the invitation link from the email, and sign up with the same email address the invitation was sent to. Signing up independently creates a separate account not connected to the business that invited you.
6. If none of these work, email support@plutosuite.com with the email address you're trying to log into and the exact message you see.

Bank sync connections expire periodically (usually every 90 days) or when you change your banking password, reconnecting takes under a minute and backfills any missed transactions automatically.

1. In the web app, go to Banking → Bank Accounts. Look for a connection marked Reconnect needed in amber. Pluto also sends a "Bank reconnection required" notification when this happens.
2. Click Reconnect on that connection. Reconnecting needs the Accountant role or higher.
3. You're taken to the Plaid secure login screen. Sign in with your current banking credentials. If you recently changed your banking password, use the new one here.
4. When you finish, Pluto runs a sync straight away. New transactions appear in Transactions and the Review queue.
5. Sync picks up from where it last stopped, so transactions from the gap period (while the connection was broken) come in too. Some banks take longer than others to send them, check back later if not everything has appeared.

• If reconnecting doesn't fix the issue, disconnect the account and connect it again as a new connection. Click the trash (Disconnect) icon on the connection and choose Disconnect only to keep the transactions already in Pluto (Disconnect + delete transactions permanently removes them), then click Connect bank account to start fresh.
• Some Canadian banks (especially credit unions) have shorter token lifespans and may require reconnection more frequently.
• If your bank isn't listed or consistently fails, try the CSV import option: export a statement from your bank's website and upload it under Import transactions from CSV on the same Bank Accounts page.

Any team member (Employee or above) can send invoices, if the Send button is missing or sending returns an error, one of these conditions is the cause.

1. Wrong invoice status: in the web app, Send appears on Draft invoices and Resend on Sent invoices that have a client email. Paid, voided and written-off invoices have neither. A paid invoice can't be sent again, a voided one has to be duplicated and the copy sent, and a written-off one needs the write-off reversed first. Check the status badge on the invoice.
2. No client email: on the web you'll see "Client email is required to send an invoice. Edit the invoice to add one." The mobile app can also send to a client phone number, and says "Add a client email or phone to send this invoice." if there is neither. If the address itself is malformed you'll see "Customer email address is invalid."
3. Locked period: sending an invoice records it in your books, so an invoice dated inside a locked accounting period can't be sent. You'll see "This date falls in a locked accounting period". See "Can't edit an old item" below.
4. Sent a moment ago: "Invoice was recently sent, please wait before resending" means the same invoice was sent in the last minute. Wait a minute and try again.
5. Email not verified (mobile app): the app asks you to verify your own email address before you can send invoices. Tap Send verification, click the link in the email, then try again.

• After fixing the cause above, save the invoice first, then try Send again.
• There is no invoice limit on any plan, so a missing Send button is never caused by your plan.

If you get an error when saving an old receipt, transaction, trip, or invoice, it's almost always because your books are locked up to a certain date, items dated on or before the lock date are protected from editing to preserve your historical records.

• Look for the lock message in the error, it names the lock date, for example "This date falls in a locked accounting period (locked through 2025-12-31)."
• A lock can come from a lock date set on Reports → Year-End & Period Lock, from a month closed on the Ledger's Close tab, or from a GST/HST or payroll filing you recorded.
• Moving the lock date back, or unlocking entirely, is done by the business Owner on Reports → Year-End & Period Lock. The Owner has to give a reason, which is recorded in the audit log. Make the edit, then lock the period again.
• A month closed on the Ledger's Close tab can also be reopened there, with a reason. By default, an Admin or Accountant can reopen a month they closed themselves (the Owner can switch this off in Business Settings). If something later still holds the lock, such as a later closed month or a filing, that has to be released first. Anything else needs the Owner.
• Deleting is similar: a transaction that is already in your books (reviewed, or matched to an invoice or bill payment) and dated in a locked period can't be deleted until the period is unlocked. Otherwise a Manager or above can delete a transaction, including one that came from your bank.
• Reconciled transactions are also protected so the reconciliation stays valid. You'll see "Reconciled transactions cannot be edited. Unreconcile first." Undo the reconciliation it belongs to, make the edit, then reconcile again.

If report totals look too low, check what each report counts. Unreviewed items are not left out of everything: most records count as soon as they exist. The main exception is bank transactions, which only reach your books (the Profit & Loss, balance sheet and other accounting reports) once they're reviewed.

1. Check the Review badge in the left nav. If there's a number there, that many items are waiting. Unreviewed bank transactions are the most common reason the Profit & Loss looks low.
2. Go to Review and work through the unreviewed items, starting with bank transactions.
3. Know what counts where. In your books, invoices count once issued (drafts, voided and deleted invoices never count), bills once recorded (not drafts), receipts once reviewed, edited or matched to a bank transaction, and business trips once classified as Business (for a corporation every business trip counts; for a sole proprietor or partnership only trips driven by Employees and Managers count, not trips by Owners, Admins, or Accountants; and nothing counts until your business structure is set). The dashboard includes unreviewed items, so it can read higher than the Profit & Loss.
4. Check the date range on the report. If a transaction or receipt has a date outside the selected range, it won't appear even if it's reviewed. Widen the date range or check the item's date.
5. Check any status, account or category filter on the report. A report filtered to reviewed items, or to certain categories, only shows those.

• The Unreviewed Items report lists everything still waiting for review, so you can see what isn't counted yet.
• Business trips only add a vehicle deduction to your books once your business structure is set in Business Settings, and the deduction depends on that answer.
• If a bank sync was interrupted (see "Bank account stopped syncing"), some transactions may be missing from your books entirely. Reconnecting will backfill them.

In the web app, PDFs don't open in a new tab. Download PDF saves the file to your computer, and the invoice page shows a preview beside it. So pop-up blockers aren't the cause. If a PDF won't download or the preview stays empty, work through these steps.

1. Check your browser's downloads list. The file may have saved without opening. Open it from there.
2. If the preview says "Preview timed out. Please retry." or "Could not load preview. Please retry.", click Retry. Large invoices or a slow connection can take a few seconds.
3. If you see "Failed to download invoice PDF.", check your connection and click Download PDF again.
4. If the problem persists, try an Incognito / Private browsing window. This rules out a browser extension that blocks downloads.
5. Still broken? Sign out and back in, then retry. If it still fails, email support@plutosuite.com with the invoice number, the exact message you see, and your browser name and version.

• If the downloaded file opens blank, try a different PDF viewer. Your browser's built-in viewer or Preview / Adobe Reader usually works.

Empty fields after scanning are almost always caused by poor image quality, OCR works best on crisp, well-lit, upright images. Try these steps to get better results.

1. Open the receipt in Pluto and check the image. Look for blurriness, poor lighting, extreme angle, or faded print, any of these will cause OCR to miss fields.
2. If the image quality is poor, delete the receipt and re-upload a cleaner version: take a new photo with your phone camera in good lighting, flattening the receipt against a dark surface.
3. If the scan failed in the mobile app, the receipt shows "Couldn't read receipt". Tap Retry to scan it again, or Fill in myself to type the details. The web app scans once, when you upload, and has no re-scan button, so re-upload the image if you want a fresh scan there.
4. If some fields were filled correctly but others are blank (e.g. amount is there but date is missing), fill in the missing fields manually. On the web, turn on Mark as reviewed and click Save changes. Manual entry for one or two fields is faster than re-scanning.
5. For multi-page PDFs, only the first 5 pages are scanned. If the totals are on a later page, enter them manually.

• Best practices for receipt photos: hold your phone directly above the receipt (not at an angle), use good ambient light and avoid harsh shadows, keep the entire receipt in frame including all four corners.
• Thermal paper receipts (common at gas stations and grocery stores) fade quickly when stored in wallets. Photograph these immediately after receiving them.
• Forwarded emails are only scanned when they have an image or PDF attached. An email with no attachment (a typical online-store receipt written in the email body) becomes a draft receipt named after the email subject, with an amount of $0 and the start of the email text in the notes. Fill in the amount yourself, or forward the store's PDF receipt as an attachment instead.

Keyboard shortcuts work in the web app at app.plutosuite.com. There are only a few, and they cover finding your way around and working through receipts.

• A fast way through receipts: open the first receipt on the Receipts page, fix any fields, press R, click Save changes, then press → for the next one.
• The receipt shortcuts only fire when no text field is focused. If you're typing in a field, R types the letter "r" and the arrows move the cursor. Click outside the field first, then press the shortcut.
• The Review, Transactions and Trips pages don't have keyboard shortcuts, and flagging an item is done with its flag button.
• Keyboard shortcuts are only available in the web app, not in the iOS or Android apps.